Position in VLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$264,086
+$11,818 QoQ
Shares Held
1,014
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,498
of 1,955 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Plan Group Financial, LLC holds $716,294 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
2,675 | $452,208 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,014 | $264,086 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,086 | 1,014 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $252,268 | 1,021 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||